J.P. Morgan analyst Brian Essex maintains $Zscaler (ZS.US)$ with a buy rating, and maintains the target price at $240.
According to TipRanks data, the analyst has a success rate of 58.6% and a total average return of 12.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Zscaler (ZS.US)$'s main analysts recently are as follows:
The company's fiscal Q1 results highlighted several strengths, such as a 30% year-over-year acceleration in bookings. However, the 13% growth in billings fell short of expectations, which were closer to the mid-teens. The unexpected retirement of CFO Remo Canessa introduces uncertainties regarding the anticipated acceleration in the second half of the fiscal year. Nevertheless, the company indicates that changes in sales leadership are beginning to stabilize, potentially positioning the company to more effectively market its comprehensive platform solutions.
Zscaler's Fiscal Q1 results were deemed 'fine,' though the billings beat was less robust than anticipated. Expectations for the fiscal year still hinge on a significant acceleration in the latter half, coinciding with a transition in the sales organization and the departure of the CFO.
Expectations for Zscaler ahead of its earnings release next week have been varied, but analysts believe that the initial guidance was conservative and the threshold for first-quarter billings growth is attainable. Demand continues to be robust and billings are anticipated to accelerate, making the outlook for the rest of the fiscal year appealing. This optimistic view is bolstered by an increase in peer multiples and predictions of further acceleration through FY25.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Brian Essex維持$Zscaler (ZS.US)$買入評級，維持目標價240美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.6%，總平均回報率為12.1%。
此外，綜合報道，$Zscaler (ZS.US)$近期主要分析師觀點如下：
公司的財務Q1結果突顯了幾個優點，例如預訂額同比增長30%的加速。然而，13%的計費增長未達預期，預期更接近於中等至後中。首席財務官Remo Canessa意外退休引入了對財年下半年預期增速的不確定性。儘管如此，公司表示銷售領導層的變化已經開始穩定，有可能使公司更有效地推廣其綜合平台解決方案。
zscaler的財年Q1結果被認爲是'不錯'，儘管計費增長不如預期強勁。財年的預期仍主要取決於後半年的顯著加速，與銷售組織的轉變和首席財務官的離職同時發生。
就在下週公佈業績之際，市場對Zscaler的預期各不相同，但分析師認爲初步指導較爲保守，第一季度計費增長的門檻是可達到的。需求持續旺盛，預計計費將加速增長，令其在財年餘下部分的前景吸引人。對FY25的進一步加速和同行多重的增加，以及進一步提高的預測，進一步強化了這種樂觀觀點。
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